Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey,
Key Responsibilities:
* Prepare and package financial planning reports for the Financial Planners and their clients
* Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
* Liaise with product providers to obtain fees and charges on specific products
* Obtain and assist with the completion of application/instruction forms and fact finds
* Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
* Uploading plan statements and other documents to client records following agreed naming conventions
* Maintain accurate client information and record client interaction on the back office system
* Assist with the onboarding process of new clients
* Assist with the annual review process of existing clients
* Any additional ad-hoc requests and support on company projects as and when required
Candidate Specification:
Essential
1. Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
2. Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business...